NS
CFP
NS
CFP

Nina Spezzaferro

2 Years of Experience
New York, NY

Nina Spezzaferro is a CFP-designated registered investment advisor at Chemistry Wealth Management LLC, based in New York, NY, with 2 years of industry experience. Nina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 558 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
558 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.3B

Fee Structure

Planning is included in investment management (also available separately)

Chemistry Wealth charges a percentage of your portfolio's value each month, ranging from 0.85% to 2.00% per year. The exact rate depends on the complexity of your situation, the amount of assets they manage for you, and your overall relationship with them. The fees include normal securities transaction costs.

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Location

111 Broadway, Room 602, New York, NY, 10006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Chemistry Wealth Management LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.